Zions Bancorporation, National Association’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Zions Bancorporation, National Association’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	17,561 -547	-3%	-$57.5K	0.12%	108
2026 Q1	$1.76M	Sell	18,108 -238	-1%	-$23.8K	0.11%	116
2025 Q4	$1.77M	Hold	18,346	–	–	0.08%	164
2025 Q3	$1.77M	Hold	18,346	–	–	0.09%	154
2025 Q2	$1.69M	Hold	18,346	–	–	0.09%	184
2025 Q1	$1.56M	Buy	+18,346	New	+$1.64M	0.1%	177

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Zions Bancorporation, National Association's IWR Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3% in Q2 2026, selling an estimated $57.5K and leaving 17,561 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #108.

Zions Bancorporation, National Association first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Zions Bancorporation, National Association held 17,561 shares of iShares Russell Mid-Cap ETF worth $1.94M as of Q2 2026.
Zions Bancorporation, National Association sold 547 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $57.5K.
iShares Russell Mid-Cap ETF made up 0.12% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #108 holding.
Zions Bancorporation, National Association first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.